Categories
Links

Linkfest: 29 January, 2024

Some stuff I am reading today morning:

FPIs sell heavily in Jan ( BT )

Time to book profits in mid & smallcaps ( Rusmik Oza )

Fractional Ownership in Real Estate ( Bala )

India’s palm oil industry (Carbon Copy)

Company: Puravankara ( BI )

Parking Wars in India (NDTV Profit)

My Twelve Sell Rules (The Market)

Thread: How 2 brothers turned $1 Million to $800 Million (Joe P)

Collapse of the US rooftop solar industry (Time)

Fraud in Asian Stocks ( ACS )

Categories
TopClicks

Top Clicks on Alpha Ideas this Week

Here are the most clicked items on Alpha Ideas this week:

India’s Amrit Kaal begins (AI)

Snapshot: India Power (AI)

India Macro Outlook (AI)

Stock Talk: HDFC Bank (Aditya Grover)

Banks: NIM Dim (AI)

Inside story of how Zee-Sony deal collapsed (NDTV Profit)

Why did Mutual Funds invest in Zee? (Money Life)

PM Scheme to install rooftop solar on 1 Cr houses (MC)

India’s Solar Expansion (AI)

Thread: A Shiva miracle (Sreevidya Balasubrahmaniam)

Categories
Links

Weekend Mega Linkfest: 26 January, 2024

Wishing readers on the occasion of Republic Day.

Some off beat reads for the long weekend:

God’s Politician (Open)

Hindu Persecution in Bangladesh (Op India)

The Shadowy Business of Canada Education (Walrus)

Ukraine Fatigue (Guardian)

Germany is now a cautionary tale (Spiked)

Tensions rise in the Korean Peninsula (RT)

Israel-Egypt tensions rise (Arab News)

Pakistan: Hemmed In (TNIE)

A Cold War with Chinese characteristics (Engelsberg)

War on Crime in Equador (Crisis)

The changing face of Ethiopia (ORF)

Thread: Hagia Sofia and the Lies (Amit Schandillia)

Review: The Grand Strategy of the Roman Empire (PSmiths)

Thread: A Shiva Miracle (Sreevidya Balasubrahmaniam)

The power of an afternoon nap (Mint)

Categories
InvestorPresentations

India Macro Outlook

Source: Investor Presentation of ICRA Ltd

Categories
Links

Linkfest: 25 January, 2024

Some stuff I am reading today morning:

Microsoft hits $3 Trillion market value (BS)

Indian cos can directly list on GIFT IFSC (BT)

China Bulls are paying a heavy price (Straits Times)

Stock Talk: Paytm (Forbes)

United Spirits backs growth guidance (NDTV Profit)

Company: Stanley Lifestyles (BI)

Real Estate: Ayodhya (MC)

Alternative Investing: Invoice discounting (Good Moneying)

When to sell and not sell your high flying investments (Tom Gayner)

The art of looking stupid (Palm Valley Capital)